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Ballentine Partners’s ScottsMiracle-Gro SMG Stock Holding History

Ballentine Partners’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,100
Closed -$204K – 1061
2025
Q2 		$204K Buy
+3,100
New +$179K ﹤0.01% 878

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ballentine Partners's SMG Position: Q3 2025 in Review

Ballentine Partners sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 3,100 shares — an estimated $204K sold.

Ballentine Partners first reported a position in SMG in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Ballentine Partners reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Ballentine Partners sold 3,100 ScottsMiracle-Gro shares in Q3 2025, an estimated $204K.
  • Ballentine Partners first reported a position in ScottsMiracle-Gro in Q2 2025 and held it in 1 quarter.
  • Ballentine Partners's ScottsMiracle-Gro position peaked at $204K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Ballentine Partners's 13F filing for Q3 2025, filed 3 Nov 2025.